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Downgraded technology to neutral/positive from positive.
Our near-term stock market view remains slightly cautious, with the S&P
500 having returned 14% this year (as of October 30, 2012), above the
high end of our forecast.*
Our lowered technology view remains modestly positive. Disappointing
earnings results hurt the sector in October, although returns have matched
the S&P 500 in 2012 (as of October 30, 2012).